Kelman-Lazarov »

iShares Lehman MBS Bond Fund shares owned by Kelman-Lazarov

Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Kelman-Lazarov from 13F filings

Historical chart of Kelman-Lazarov investment in iShares Lehman MBS Bond Fund

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All positions including iShares Lehman MBS Bond Fund held by Kelman-Lazarov consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman MBS Bond Fund by Kelman-Lazarov

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.3M 67k 94.08
2023-09-30 $287k 3.2k 88.80

More positions owned by Kelman-Lazarov

Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Gnma Bond Etf (GNMA)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Kelman-Lazarov

Top funds holding iShares Lehman MBS Bond Fund

Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Advisory
Tiaa Trust, National Association
Bank of New York Mellon
Branch Banking & Trust Company
Stifel Financial
Wells Fargo & Company
Envestnet Portfolio Solutions
Hanson McClain Advisors
CWM
Adviser Investments
Royal Bank of Canada
Us Bancorp
Goldman Sachs Group

View all funds holding iShares Lehman MBS Bond Fund